689 results found
-
Create Invoice from Ticket
This seems almost too obvious to me, but there should be an easy way to generate an invoice for a customer based on the Products and Services that are added to their Tickets. Bonus points if this feature can let you checkbox which products and services to put on a given invoice.
Example: Customer walks in with computer problem, ticket is generated, diagnostic fee added to ticket and invoice created. Customer pays up front diag fee. Technician finds bad hard drive, adds new hard drive cost to ticket, additional labor, then selects just these 2 additional entries for export to…
2 votes -
Add product family and sub-families to device information
It would be nice if we could assign a product family and sub-families to monitored devices so that automated tickets associated with those devices would auto-populate the family and sub-family information.
1 vote -
Ability to enter time into replies/communication with client from ticket.
Ability to enter time into replies/communication with client from ticket.
When escalating a ticket, we need to see what work has been done without having to drill down in another location (Time Entries). We'd like to see all communication and notes from one screen - Times and dates worked on.
4 votes -
Modify ticket dates
To have the ability to modify the dates of a ticket when\ after they are created. So if I logged the ticket 2 days after I can say it opened back then.
1 vote -
Block emails from anyone who is not a contact
Create a simple option to block anyone who is not a contact or using the domain of the client company. Will help stop spam emails/tickets being created.
1 vote -
save Ticket view on customer page and mobile app.
save Ticket view on customer page and mobile app.
These get reset everytime.3 votes -
Abiltiy to add a TAG to a NEW ticket
We would like to add a TAG on NEW tickets we create
1 vote -
SLA That does not require first response
Our organization does not track first response. Only requires tickets to be completed in 24hrs. It does not appear that I can set this up currently.
1 vote -
Hide Contract Rate on ticket time entries
Currently, if engineer/technician goes to ticket time entries, he can see the rate we are charging customer. This information should not be shown to technician unless allowed via permissions. Billing and how much who is charged is responsibility of accounts team and engineers are not supposed to even see this information.
You can mention the rate name, but no need to add the value to it... THat can be looked up if needed.
3 votes -
Sync Phone number with Azure AD
There a not many contact fields synced with Azure AD. An important way is contact our customers via telephone (not mobile) - and that is missing. Also important is the field office or addresses. Because we have customers with more than one location.
51 votesHey all,
I am happy to share we're working on syncing the Business phone number to the Atera phone field during the AzureAD sync.
We'll be sure to update you once this addition is available.
Thank you for bringing this up,
Yakov
-
Third kind of note in ticket that allows requestor and techinician to see it, but no email sent.
Allow a technician or requestor to post a comment that both can see, but no email is generated. This allows for information to be tracked that should not be in an email, but both parties need to see it.
1 vote -
Send summary email to client when closing a ticket
When you go on site and then close a ticket, it would be nice send an email to the client that summaries everything that was done. Where we can export and send to the client for signature or for him to know that we did a, b, c
2 votes -
Archive or Anonymise Tickets
To have the ability to archive, delete or even anonymise tickets, say older than 1 year.
6 votes -
Make the fields Priority, impact and type empty
The Priority, impact and type are now filed in, but it should be empty, so a technician is required to fill the with the correct fields. Now the default always are
Low, no impact and incident. This means nobody thinks about it and use these fields2 votes -
Ticket Filter by SLA
Filter Tickets by SLA based on Customer. There is currently a "Rank" field but it isn't customizable and if you create a custom field for customer you can't use it to filter in the ticket view as only ticket based custom fields show up in the filter.
I'd like to have the ability to create a saved filter for each class of ticket (Platinum, Gold, Silver, Bronze, etc) for tickets to use the SLA prioritization that already is connected via the customer's default contract to show how much time is left.
2 votes -
Calendar Integration
The ability to change from which mailbox the calendar event is set. What is currently happening to us is that we have a shared mailbox and a technician specific mailbox, it is picking the technician specific mailbox as default when setting the event as that is the main mailbox on the technicians PC. We of course would like the shared mailbox to be used to set events.
1 vote -
Ticket Reply Drafts
While the 'Restore'/'Discard' last message feature is convenient, a more robust solution would be to have a Drafts folder for ticket replies. Since the 'Restore' button only restores the last message, the last message appears to get replaced with a signature on a new message.
More control over the restore feature by replacing it with reply drafts would prevent lost replies or having to type lengthy replies somewhere else (like Word with Autosave enabled) and then copy it over.2 votes -
Remove '______Please Reply Above This Line______' from email preview
When clients receive an email, the preview should be the first few sentences of the body as it is on Outlook and other email clients. When technicians reply to a ticket from Atera, the users receive '___Please Reply Above This Line___' on the email preview and that just looks unprofessional as well as there is no real benefit as the user has to actually click on the email to view the body. I have been using Atera for almost 2 years and I can assure you it was better before without this preview feature.
1 vote -
Mileage tracking
Ability to track mileage within the ticket system. This would allow tracking a technicians mileage and charge the customer with ease. All techs use a ticket to support so this would be awesome. Other systems have this feature.
31 votes -
open ticket directly after creating
When creating a ticket after saving it open the ticket directly, instead of having to go and select it from the ticket queue.
1 vote
- Don't see your idea?